Vontobel Holding Ltd. Has $56.81 Million Stock Holdings in Lowe’s Companies, Inc. $LOW

Vontobel Holding Ltd. increased its stake in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 1.8% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 257,667 shares of the home improvement retailer’s stock after buying an additional 4,607 shares during the period. Vontobel Holding Ltd.’s holdings in Lowe’s Companies were worth $56,813,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also bought and sold shares of the company. Timonier Family Office LTD. bought a new position in Lowe’s Companies in the 2nd quarter valued at about $5,540,000. Lowe Brockenbrough & Co. Inc. lifted its position in Lowe’s Companies by 0.6% during the second quarter. Lowe Brockenbrough & Co. Inc. now owns 39,548 shares of the home improvement retailer’s stock worth $8,720,000 after acquiring an additional 251 shares during the last quarter. Jennison Associates LLC boosted its holdings in shares of Lowe’s Companies by 22.1% during the second quarter. Jennison Associates LLC now owns 341,388 shares of the home improvement retailer’s stock worth $75,273,000 after acquiring an additional 61,839 shares during the period. First Community Trust NA boosted its holdings in shares of Lowe’s Companies by 46.7% during the second quarter. First Community Trust NA now owns 625 shares of the home improvement retailer’s stock worth $138,000 after acquiring an additional 199 shares during the period. Finally, Butensky & Cohen Financial Security Inc. grew its position in shares of Lowe’s Companies by 3.7% in the second quarter. Butensky & Cohen Financial Security Inc. now owns 22,747 shares of the home improvement retailer’s stock valued at $5,015,000 after purchasing an additional 806 shares during the last quarter. Institutional investors and hedge funds own 74.06% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on LOW. Wells Fargo & Company lowered their target price on Lowe’s Companies from $255.00 to $245.00 and set an “overweight” rating on the stock in a research note on Tuesday. Craig Hallum upgraded Lowe’s Companies to a “buy” rating in a research note on Tuesday, May 12th. Wolfe Research set a $254.00 price objective on Lowe’s Companies in a report on Thursday, May 21st. TD Cowen lowered their price objective on Lowe’s Companies from $280.00 to $235.00 and set a “hold” rating on the stock in a research report on Thursday, May 21st. Finally, Citigroup dropped their target price on Lowe’s Companies from $285.00 to $267.00 and set a “buy” rating for the company in a report on Thursday. Twenty-three equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, Lowe’s Companies presently has a consensus rating of “Moderate Buy” and a consensus target price of $262.63.

Lowe’s Companies Trading Down 0.0%

Shares of LOW opened at $218.19 on Friday. Lowe’s Companies, Inc. has a 12 month low of $199.40 and a 12 month high of $293.06. The firm’s 50 day moving average is $216.00 and its 200-day moving average is $234.87. The stock has a market capitalization of $122.34 billion, a PE ratio of 18.44, a P/E/G ratio of 2.79 and a beta of 0.86.

Lowe’s Companies (NYSE:LOW) last released its quarterly earnings results on Wednesday, May 20th. The home improvement retailer reported $3.03 earnings per share for the quarter, beating analysts’ consensus estimates of $2.97 by $0.06. The company had revenue of $23.08 billion during the quarter, compared to the consensus estimate of $22.98 billion. Lowe’s Companies had a net margin of 7.51% and a negative return on equity of 67.96%. The firm’s quarterly revenue was up 10.3% on a year-over-year basis. During the same period in the previous year, the business earned $2.92 earnings per share. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.750 EPS. Equities research analysts predict that Lowe’s Companies, Inc. will post 12.44 earnings per share for the current fiscal year.

Lowe’s Companies Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, August 5th. Shareholders of record on Wednesday, July 22nd were issued a $1.25 dividend. The ex-dividend date of this dividend was Wednesday, July 22nd. This represents a $5.00 annualized dividend and a yield of 2.3%. This is a boost from Lowe’s Companies’s previous quarterly dividend of $1.20. Lowe’s Companies’s payout ratio is presently 42.27%.

Insider Buying and Selling at Lowe’s Companies

In other news, EVP Margrethe R. Vagell sold 2,500 shares of the stock in a transaction on Thursday, June 18th. The stock was sold at an average price of $223.83, for a total transaction of $559,575.00. Following the sale, the executive vice president directly owned 20,220 shares of the company’s stock, valued at approximately $4,525,842.60. This represents a 11.00% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Juliette Williams Pryor sold 9,330 shares of the firm’s stock in a transaction on Wednesday, June 17th. The stock was sold at an average price of $224.81, for a total value of $2,097,477.30. Following the completion of the transaction, the executive vice president owned 16,142 shares in the company, valued at $3,628,883.02. The trade was a 36.63% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 25,980 shares of company stock valued at $5,796,937 in the last three months. Corporate insiders own 0.29% of the company’s stock.

Key Stories Impacting Lowe’s Companies

Here are the key news stories impacting Lowe’s Companies this week:

• Positive Sentiment: Lowe’s is described as trading at its lowest forward price-to-earnings multiple in more than two years. Its status as a Dividend King, along with a recent dividend increase, strengthens the long-term income-investment case. 1 Number That Makes Lowe’s Stock an Obvious Buy Before Aug. 19
• Positive Sentiment: Several analysts remain moderately optimistic despite the recent underperformance. Citigroup retained a “buy” rating while lowering its price target to $267 from $285, and Wells Fargo’s reduced target of $245 still implies meaningful upside from recent levels. Citigroup Lowe’s Price Target Update
• Positive Sentiment: Investor articles argue that a series of downward Q2 EPS estimate revisions may have lowered expectations and created the potential for a favorable earnings surprise. The longer-term bull case remains tied to Lowe’s brand strength, home-improvement demand and operating potential. Lowe’s Q2 EPS Revisions
• Neutral Sentiment: Wall Street projections for the quarter ended July 2026 are focusing on key operating metrics beyond revenue and EPS. The Aug. 19 report is the next major catalyst and could determine the near-term direction of the shares. Insights Into Lowe’s Q2 Wall Street Projections
• Neutral Sentiment: Lowe’s has completed a five-year, $100 million hometown revitalization commitment and announced additional community investments. These efforts may support brand reputation but are unlikely to materially affect near-term earnings. Is Lowe’s Companies Undervalued As Its Earnings Call Nears?
• Negative Sentiment: Royal Bank of Canada lowered its expectations for Lowe’s, adding to concerns about near-term performance ahead of earnings. The company also faces elevated expectations around its upcoming results despite recent estimate reductions. Royal Bank of Canada Lowe’s Expectations

Lowe’s Companies Company Profile

Lowe’s Companies, Inc is a leading home improvement retailer that operates large-format stores and digital channels serving both do-it-yourself homeowners and professional contractors. The company offers a broad assortment of products including building materials, lumber, appliances, tools and hardware, plumbing and electrical supplies, paint, flooring, kitchen and bath fixtures, outdoor and garden products, and home decor. Lowe’s also provides a range of services such as installation, home improvement financing, tool and equipment rental, and contractor-focused sales programs.

Operations are centered on a nationwide brick-and-mortar store network supported by distribution centers and an e-commerce platform that enables online ordering, delivery and in-store pickup.